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FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth.

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

Chart of all of the Bogart Wealth services

We Believe the answer is Bogart wealth

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Are their recommendations based purely on what’s best for you?

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Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

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Do giant financial firms really serve your interests?

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Ever question the loyalty of your advisors?

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Are their recommendations based purely on what’s best for you?

Schedule a Wealth Coaching Session

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WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

A couple enjoys a walk on the beach because they took preparation for retirement seriously.
Retirement Planning Articles

Your Guide to Preparation for Retirement

Retirement can be a time of enjoyment and discovery, but only if you’re ready for …

Read More →
an advisor explaining some 401k rules of thumb to a couple
Retirement Planning Articles

401k Rules of Thumb to Grow Your Retirement Fund

A 401k can be an essential part of your retirement strategy. These plans allow employees …

Read More →
A couple enjoys life on a boat because they made a budget for retirement when they were younger.
Retirement Planning Articles

4 Tips to Budget for Retirement

Everyone should budget for retirement, and the earlier you start planning for it, the better. …

Read More →
young couple speaking with a financial planner and asking, what are annuities?
Investment Management

What Are Annuities? Everything You Should Know

Financial and retirement planning are complex topics, and it’s in your best interests to seek …

Read More →

Are you looking for independent advice?

Is Bogart right for me?

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In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.

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